Tag Archives: Markets
Markets
The Fed’s Remittances to the Treasury Jumped Higher in 2020
The Fed’s Remittances to the Treasury Jumped Higher in 2020
Posted By Greg Blaha
Lower interest rates helped increase the Fed's remittances to the Treasury in 2020.... Read More
Markets
Comparing New Home Prices to Existing Home Prices
Comparing New Home Prices to Existing Home Prices
Posted By Greg Blaha
As existing home prices continue to trend higher, new home prices have stalled out over the last few years.... Read More
Markets
A COVID Update
A COVID Update
Posted By Jim Bianco
The latest charts on vaccinations and COVID... Read More
Markets
Profits, Who Needs Profits!
Profits, Who Needs Profits!
Posted By Jim Bianco
Why is the GS Non-Profitable Tech Stock Index going parabolic? Look at the way retail investors deploy their money.... Read More
Markets
Cryptocurrencies Surpass $1 Trillion in Value
Cryptocurrencies Surpass $1 Trillion in Value
Posted By Greg Blaha
The cryptocurrency universe briefly surpassed $1 trillion in market value. Over 83% of this is in Bitcoin and Ethereum.... Read More
Markets
A Shakeup Among the World’s Richest
A Shakeup Among the World’s Richest
Posted By Greg Blaha
Elon Musk recently became the wealthiest person in the world. Zhong Shanshan continues to climb the list at an extraordinary clip, overtaking Warren Buffett to become the sixth richest person in the world.... Read More
Markets
R or I?
R or I?
Posted By Jim Bianco
If the 2020 economy was defined by what letter would best describe the rebound, 2021 will be about reflation versus inflation. ... Read More
Markets
How Many Investors Can Ark Funds Hold?
How Many Investors Can Ark Funds Hold?
Posted By Alex Malitas
How do strong momentum markets end? Too much money comes in at the end. The average investor's breakeven is so high that a typical correction wipes out any profit. As they exit, the momentum trade goes into reverse.... Read More
Markets
What Kind of Nominal Growth is Coming Next Year?
What Kind of Nominal Growth is Coming Next Year?
Posted By Jim Bianco
As booming raw industrial commodity prices point to higher nominal growth expectations in 2021, the dynamic between real growth and inflation will be a major influence on the returns of risk assets. Risk assets do not perform well when inflation is accelerating. We have not seen that in a generation. Our fear is inflation may rear its head in 2021.... Read More
Markets
The Average Maturity of Treasury Debt
The Average Maturity of Treasury Debt
Posted By Greg Blaha
The rush of T-bill issuance has helped push down the average maturity of U.S. Treasury debt. 37% of all debt is set to mature within the next year.... Read More
Markets
Small Cap Outperformance Hits Level Rarely Seen
Small Cap Outperformance Hits Level Rarely Seen
Posted By Greg Blaha
Over the past three months small cap stocks returned almost 17% more than large cap stocks, setting a level of outperformance rarely seen.... Read More
Markets
A Look at Regulatory Activity as 2020 Comes to a Close
A Look at Regulatory Activity as 2020 Comes to a Close
Posted By Greg Blaha
Trump held true on his promise to cut regulations when he took office in 2016. In the past few years, however, the number of pages in the Federal Register have again crept higher.... Read More
Markets
A Review of Foreign Net Purchases of U.S. Securities
A Review of Foreign Net Purchases of U.S. Securities
Posted By Greg Blaha
A look at foreign net sales and purchases of U.S. Treasuries, agencies, corporates and equities through October... Read More
Markets
Looking at Market Valuation
Looking at Market Valuation
Posted By Jim Bianco
The market, which has been priced for perfection lately, has taken a hit as news of a new strain of coronavirus emerges in the U.K.... Read More
